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Six Circles U.S. Unconstrained Equity (CUSUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.30+0.19 (+1.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.84%
5-year average return14.55%
Number of years up4
Number of years down1
Best 1-yr total return (5 May 2024)30.48%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return30.48%
Worst 3-yr total return8.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCUSUXCategory
YTD6.27%14.84%
1-month-4.42%1.65%
3-month4.30%7.55%
1-year25.57%40.47%
3-year7.49%16.77%
5-year13.70%16.15%
10-year0.00%13.21%
Last bull market27.08%24.09%
Last bear market-15.68%-17.61%

Annual total return (%) history

Year
CUSUXCategory
2024
N/AN/A
2023
30.37%N/A
2022
-21.22%N/A
2021
30.48%N/A
2020
22.75%15.83%
2019
24.94%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.19%N/AN/AN/A
20238.16%9.95%-2.34%12.25%
2022-5.26%-15.68%-6.59%5.58%
20217.96%10.34%0.00%9.54%
2020-16.19%21.57%9.44%10.08%
201911.71%2.77%0.00%8.83%
2018-13.62%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month61
3-month35
1-year13
3-year36
5-year12

Load adjusted returns

1-year25.57%
3-year7.49%
5-year13.70%
10-yearN/A